One Media Ip Share Discussion Threads

[microscope] 17/6/2013 16:39

if I remember rightly H1 was stellar last year, that always makes me a little nervous, tends to create exaggerated expectations the following year, ie now!

On the plus side we have lots of recurring revenues and a bigger 'portfolio' of investments, but then again more shares in issue so the eps might be less spectacular.

A lot will depend on whether AIM costs are in these results. I'd imagine though no accountant they'd be exceptionals. Will be particularly interested to see how our relationship with The Orchard is developing, if they comment on it, and that's almost as important as eps figures, it's where our real hidden value lies imho!

Look forward to the numbers and to the outlook, hopefully within a few days we might then get broker updates and maybe IC will give us a mention this week too.

[capt bligh] 17/6/2013 12:00

Wat are folks expecting tomorrow? 1.2 rev and pbt 250k ?

[davidosh] 31/5/2013 09:34

Any more of you interested in seeing the first ever presentation by One Media to private investors in London next Monday...

http://boards.fool.co.uk/the-first-june-event-is-this-monday--12818473.aspx

[propercharlie] 29/5/2013 22:23

Hi Davidosh, message sent! thanks

[davidosh] 29/5/2013 20:38

ProperCharlie....Do not worry you will easily make it as One Media are likely to be on last at around 4pm but the other two are well worth seeing too. Inditherm IDM and New River Retail NRR. Can you mail me your full name for the reception.

[propercharlie] 29/5/2013 19:54

Davidosh yes I may be able to make it, I have sent you a PM.

PC

[davidosh] 29/5/2013 15:44

I have arranged for One Media to do a presentation for investors next Monday 3rd June at the offices of FinnCap near Liverpool St Station in London at 1pm to 5pm with three other presentations for anyone interested in joining us.

[pjhutchy] 20/5/2013 08:34

Glass hatful. Thanks. I have small money in the chineese company's and will do some further research and maybe scale down my positions a bit. Looks like the fall is continuing here not long until buyers come in I reckon. A trading update soon would be helpful

[glasshalfull] 19/5/2013 20:31

pjhutchy 17 May'13 - 20:04 - 227 of 231 0 0(premium)

Looks like you are already invested in them. Lol. Just scanned through your sprue aegis write up on the motley fool website. More in depth than my research as I'm fairly new to this game compared to your experience, good to read that. I'm hoping to get a chance to buy some more sprue aegis at a bit of a cheaper price than today's price. What's your opinion on the chineese company's? Do you think the value will emerge? Thanks

---

O/T

Sorry pj, remiss of me not to respond.

I wouldn't touch a Chinese company listed on AIM with a bargepole & know there are multitude of UK investors that feel similar.

Look through threads such as RCG, GNG, CHNS, BSST, CESG...all Chinese companies that have come unstuck through the years. There are many, many more than those I choose to list but I think you would serve yourself well by picking one of the above at random & reading through the entire thread from the beginning. RCG is an unbelievable soap-opera that a Hollywood script couldn't do justice as it would be considered too far fetched!

What will emerge is a company apparently on an unbelievably cheap rating, PER very low & fantastic growth forecast, perhaps even a treasure chest of net cash in some instances...then slowly but surely it will emerge that the trade receivables of the randomly chosen company will be getting larger & a number of bulls & bears will emerge each arguing their case vociferously. In most cases it will be shown that each is struggling to collect cash against their respective order book and the shareprice will fall considerably. I think the terminology is "smoke & mirrors".

The companies in your own list may very well buck this trend but I will never find out as I simply won't waste my time looking at them and trying to decipher whether they are legitimate as very little action has been taken in respect of previous Chinese listing shams so there is little disincentive for these companies to avoid listing in Londons AIM market.

Good luck PJ!

That's enough from me off-topic. Back to OMIP.


Kind regards,
GHF

[jamielein] 18/5/2013 12:30

Completely sensible to take some money off the table after such a strong run. I have a much smaller portfolio (and therefore a much smaller holding in OMIP) but I did sell a third of my shares at just over 10p.

I also believe the shares had got a little ahead of themselves and wanted to use the proceeds for some other opportunities.

I do have confidence in their future though (otherwise I would've sold the lot!)

Regards,
Jamie

[glasshalfull] 18/5/2013 09:35

Morning microscope,

For the avoidance of doubt, I sold 350k shares last week, with most sold on 10/05/13 & into strength I hasten to add. I was actually bid up for the stock last Friday! I have not sold anything since then and my intention is to hold the remainder.

Personally, I thought the shareprice was up with events for the timebeing when it hit the heady heights of 10p which equated to a market cap of £6.5m & probably placed it on a prospective PER for this year of 15 or thereabouts (happy to be corrected). MI has delivered and I have every confidence in him & his excellent team...just time for me to extract some profit from a 3-year holding and rebase my portfolio slightly.

We are agreed on OMIP as an excellent long term investment.

Kind regards,
GHF

[microscope] 18/5/2013 08:28

I held Sprue shares at one time, but valuation got a bit ahead of itself recently i thought. Anyway shall we keep the thread to One Media?

i don't blame anyone for taking a profit, just a little surprised you were placing big orders a few weeks ago and selling so quickly, not really a trading stock this one. I also note you've sold large amounts and yet your implication is you are still selling small bundles, or is that wrong?

I have a year end target of 15p here, and I hope we will see significant acquisitions around interims time. You are absolutely right PJH to be concerned about companies with debt at the moment and preferring to run your winners.

We have cash, no debt and recurring revenue levels most AIM companies would die for. Low risk growth stocks are a rarity and I have great confidence in this business model and we are in a fast growing yet still niche area where we can cherry pick the best earnings enhancing opportunities.

[pjhutchy] 17/5/2013 20:04

Looks like you are already invested in them. Lol. Just scanned through your sprue aegis write up on the motley fool website. More in depth than my research as I'm fairly new to this game compared to your experience, good to read that. I'm hoping to get a chance to buy some more sprue aegis at a bit of a cheaper price than today's price. What's your opinion on the chineese company's? Do you think the value will emerge? Thanks

[glasshalfull] 17/5/2013 18:29

O/T - PJ, your post made me laugh. Take a look at the SPRP & REDT threads...

Regards,
GHF

[pjhutchy] 17/5/2013 18:09

Glasshalfull. Had a quick look at the company's you mentioned. Thanks. Seem like fast growers but not to keen on the debt situations, the debts dont seem to large though.You might like red24 redt, gable holdings gah, camkids camk, naibu nbu and china chaintek ctek on aim and sprue aegis on the plus market.similar companys that are undervalued with net cash. worth a look. I'm happy to hold one media and top up every time they release results if I like the results. Is tempting to sell one media but I have done that in the past on other good shares and regretted it as they continued to rise. I try my best to run the winners now and top up along the way if the story keeps going well.

[pjhutchy] 17/5/2013 17:49

Microscope. It looks like the shares magazine tip may have caused some short term volatility. Maybe some short term traders hitched a quick ride and they have been taking their profits. It may provide a good top up opertunity for long term investors if it drifts any lower.

[glasshalfull] 17/5/2013 14:08

microscope - Well I admit to top slicing & selling quite a few last week...300k as I had a disproportionate weighting here and good opportunity to free up funds for some other opportunities (see my posts on TMMG, INSE & EMR). I still retain a decent holding and as I say, my 50k & 100k sales have now stopped, they were completed last week when I sold most into strength last Friday.

If you think that's "soft" then so be it. I've every confidence in MI and the team and simply locking in some profit (from 2.5p avg) & rebasing portfolio.

Kind regards
GHF

EDIT - Actually sold 350k...just looked back through my trade data. How's that for transparency?
FWIW - The greatest proportion of my OMIP funds joined other monies to purchase a large chunk of INSE at 4.625-4.75p...offer at close of play today is 5.5p.

[microscope] 17/5/2013 13:57

That jinxed it PJ! ;)
Hoping whoever is selling is not someone who at the first whiff of a realistic share price for years is off, soft if so! I know we had a great run and nothing goes up in a straight line etc etc, but this Dribble dribble selling is irritating!

[pjhutchy] 10/5/2013 18:07

Volume picking up a bit. Nice to see more interest

[capt bligh] 10/5/2013 16:12

Its a bit difficult to call this... there are virtually no sellers... whats going to happen with their next deal... and one would imagine pretty good interims... got to come back at some point it might be 12p 15p 20p or even 25.... no idea... as to Youtube we do have an interesting video library but as far as I remember this was always thought of as a freeb bringing a small advert driven rev. rather than any subscription rev.

[priteshpatel9] 10/5/2013 16:04

Anyone know if YouTube's subscription plans impact these guys? (In a positive way of course)

[microscope] 10/5/2013 14:24

lots of step-ups, tipped somewhere or news coming?

Having bought at 0.97p in November 09, my first ten bagger in a very long time!

[speedsgh] 10/5/2013 07:34

GHF - agreed. in view of the unwelcome Jarden offer, perhaps SPRP will now look to a move to AIM as a way to achieve a fairer reflection of the value of the business?